Roles

The role procedure defines employee authorizations for the business processes and activities they carry out. The link between an employee and a business process or an activity, is affected indirectly by a role. A role is a collection of specific qualifications or skills, which an employee or a logical group of employees must meet, to be authorized to carry out a business process or an activity.

This diagram shows which sessions you must use to create roles, and how to link them to employees, business processes, and activities:

The role procedure

The role procedure

Roles (tgbrg8110m000)

To define all roles you want to use to authorize employees for business processes, use the Roles (tgbrg8110m000) session. The link between a role and an employee is version dependent. Therefore, an employee can have different roles in different versions.

You must define roles in the Roles (tgbrg8110m000) session, to select roles in one of these sessions:

  • Rol por propiedades de actividad de proceso empresarial (tgbrg3150s000)
  • Roles por proceso empresarial (tgbrg5106m000)
  • Sub-roles by Role (tgbrg8115m000)
  • Roles por empleado (tgbrg8122m000)
Sub-roles by Role (tgbrg8115m000)

To create or maintain sub-roles of a role, use the Sub-roles by Role (tgbrg8115m000) session. A sub-role is a regular role linked to another role on a level below the latter. Sub-roles simplify the linking of roles to business processes and activities.

A role can execute an activity without being linked to it if one of the role’s sub-roles is linked to that activity.

The role you select in the Sub-role field can only be a role you have previously defined in the Roles (tgbrg8110m000) session.

Ejemplo

Business Process BP01:

  • Activity A: role Secretary
  • Activity B: role Accountant
  • Activity C: role Sales Consultant

If the above three roles linked to the activities are defined as sub-roles of the role Manager, an employee with the role Manager can carry out all activities, although the role Manager is not linked to any of the activities.

Roles por empleado (tgbrg8122m000)

To link one or more roles to an employee, use the Roles por empleado (tgbrg8122m000) session.

Because you can link roles to business processes and activities, an employee is indirectly linked to a business process or activity by the role.

The combination of this data is used to create a personal menu in the form of the Explorador de procesos.

Empleados por rol (tgbrg8120m000)

To link an employee to one or more roles, use the Empleados por rol (tgbrg8120m000) session.

Roles por proceso empresarial (tgbrg5106m000)

Use the Roles por proceso empresarial (tgbrg5106m000) session to link one or more roles to a business process and its underlying structure of activities and sub-processes.

You can define up to six responsibility codes for each role.

If more than half of the activities in a business process must be linked to the same role, you are recommended to use the Roles por proceso empresarial y modelo empresarial (tgbrg3140s000) session.

If a role is linked to a business process with one or more sub-processes, those sub-processes will inherit that role.

To link a role to a business process:

  • In the Rol field, select the role you want to link to the business process.
  • In the Permiso máximo Usar permisos de actividad field, select the role's authorization for this business process. If you use the check box, the authorization will be used as modeled on activity level in the process. You can only specify an authorization in this field if the Usar permisos de actividad check box is cleared.
  • Click Guardar

To see the business processes to which a role is linked:

Key fields for the Roles por proceso empresarial (tgbrg5106m000) session
FieldDescription
ExcluidoSi esta casilla de verificación está seleccionada,, the role is excluded from the business process. This is useful if a certain role must be excluded from one business process within a structure that must include that role.